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Angela J

Series 63, Series 65

Wilmington, NC

First Citizens Investor Services, Inc.

Angela Johnson Moore is a financial advisor with First Citizens Investor Services, Inc. in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she owns Lonnie ARJ Farms LLC, a farmland leasing business. First Citizens Investor Services, Inc. serves a diverse client base, including individuals, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as portfolio management, automated investing platforms, and financial planning. The firm’s investment approach incorporates fundamental, quantitative, and technical analysis to manage allocations across various asset classes.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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James T

Series 65, Series 63

Wilmington, NC

First Citizens Investor Services, Inc.

James Taylor is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at First Citizens Bank and RCE Theaters. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes and offers services including wrap programs, model portfolios, and tax-aware financial planning.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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